Automate Your Wealth
A Practical Guide to Tax-Efficient, Hands-Off Investing
Stop stressing over where to invest or when to rebalance.
This free course shows you how to create a repeatable, hands-off wealth system—built for real people with real lives.
✅ Tax-Efficient Strategies: Backdoor & Mega Backdoor Roth, HSAs, and more
✅ Automated Investing: Step-by-step for Fidelity, E*TRADE, and others
✅ Zero Guesswork: Know what to do and when to do it with our checklists
“This course explained more in 30 minutes than I learned in years of school.”
– Real user, first-time learner
Who This Course Is For
Busy professionals with stable income
DIY investors tired of juggling accounts
Anyone who wants to grow wealth without watching the stock market
What You’ll Learn
In just 3 focused chapters, you’ll learn:
How to choose and prioritize the right accounts (Roth IRA, 401(k), HSA, and taxable) for tax-efficient investing
How to automate contributions using brokers like Fidelity and E*TRADE — including Backdoor and Mega Backdoor Roths
How to maintain a simple, hands-off investment system that grows with you — in under 1 hour a month
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Chapter 1: Build Your Foundation
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Lesson 1: What “Automating Your Wealth” Actually Means
Understand the mindset behind building a system that grows your wealth with minimal effort — and why it works better than chasing hot stocks or perfect timing.
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Lesson 2: Key Account Types Explained
Learn the differences between 401(k)s, Roth IRAs, HSAs, and taxable accounts — and what role each one should play in your long-term strategy.
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Lesson 3: Prioritizing Where Your Dollars Go
Discover the optimal order for funding your accounts so you can minimize taxes and maximize long-term gains, even if you’re not maxing everything out yet.
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Chapter 2: Automate Your Contributions
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Lesson 1: Setting Up Auto-Investing
Follow step-by-step walkthroughs to automate your investing in platforms like Fidelity, E*TRADE, or Vanguard — including common pitfalls to avoid.
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Lesson 2: Designing a Monthly Money Flow System
Create a repeatable flow where money moves from your paycheck to the right accounts — without needing your constant attention.
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Lesson 3: Backdoor & Mega Backdoor Roths
Learn exactly when and how to use these advanced Roth strategies, and how to build them seamlessly into your automated system.
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Chapter 3: Stay the Course, Optimize Over Time
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Lesson 1: Choosing a Simple, Effective Portfolio
Learn how to build a “set-it-and-forget-it” portfolio using index funds — and how to avoid analysis paralysis when picking investments.
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Lesson 2: Letting Automation Do the Heavy Lifting
Understand how to handle rebalancing, tax efficiency, and contributions without micromanaging your investments.
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Lesson 3: Maintaining Your System in 1 Hour a Month
Build a monthly check-in routine to keep your finances running smoothly — even as your income, goals, and life change.
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Why I Created "Automate Your Wealth"
I built this course because I saw the same problem over and over again:
People with solid incomes and good intentions were still stuck.
Stuck second-guessing their investments.
Stuck trying to “time” the market.
Stuck with scattered accounts they didn’t fully understand — let alone automate.
After years of writing how-to guides on Backdoor Roth IRAs, Mega Backdoor Roths, and automatic investing setups, one thing became clear:
People didn’t need more complexity — they needed a system.
This course walks you through the same system I’ve used (and helped others implement):
Tax-efficient, hands-off, and built to run quietly in the background while your wealth grows.